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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES1+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P.O. BOX 5606 · SHREVEPORT, LA 71135 | Recordkeeping | $14,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,177 | $57,108-41.9% | $94,229-64.8% | $52,331-36.6% |
| Participation rate | 47.9% | 72.9%-25.1pp | 78.8%-30.9pp | 68.1%-20.3pp |
| Annual return | 2.74% | 1.47%+1.3pp | 10.68%-7.9pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,942 | $1,735+11.9% | $3,587-45.9% | $1,882+3.2% |
| Participant deferral / active EE | $1,666 | $3,040-45.2% | $4,320-61.4% | $3,022-44.9% |
| Admin fee / account holder | $118 | $546-78.4% | $6,269-98.1% | $592-80.0% |